Client Services Salesforce

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Case Managers: Submitting a Client for Approval to the Next Program Phase
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Approvals
Recording Bans
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Incidents
Assigning a Client to a Bed
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
Viewing Services Offered
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Services
Correcting Exiting Information on the Weekly Discharge Report
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Discharges
Creating a Case Management Client Note
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Recording Client Passes
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
Creating a New Class or Group
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Creating a Risk Assessment
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments
Adding a Document to a Client's Files
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Files